Skip to Content

AMG River Road Large Cap Value Select I MEQFX

Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 17.78  /  0.45 %
  • Total Assets 37.6 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.97%
  • Turnover 77%

Morningstar’s Analysis MEQFX

Will MEQFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

AMG River Road Large Cap Value Select I's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MEQFX

  • Current Portfolio Date
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 56.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.00
2,896,086
Financial Services
6.96
2,521,063
Consumer Defensive
6.81
2,466,894
Basic Materials
5.72
2,069,534
Consumer Cyclical
5.40
1,954,749
Financial Services
5.21
1,885,355
Consumer Defensive
4.90
1,773,517
Technology
4.54
1,641,662
Healthcare
4.48
1,622,249
Financial Services
4.30
1,555,631
Financial Services